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Import Data from CSV Files
Import Data from CSV Files

With Recruitly, importing data from a CSV file based on specific criteria is as simple as clicking a few buttons.

Updated over a week ago

Easily import your data from a CSV file in just a few minutes. You can use this tool for creating new records, as well as updating existing records. A detailed data import report is generated after the import process is completed.

Should you have any problems importing your data, talk to us on Live Chat support, we are more than happy to help.

Data Import from files to Recruitly

You can effortlessly import data from CSV files in the respective modules by clicking on the top-right import button and selecting CSV/Excel data.

Alternatively, you can navigate to the system configuration, choose "Import Data," and select the module for which you wish to import data.

Here are the steps:

1. Navigate to the import module within the system configuration and select the specific module you wish to import or click here:

2. Select the module you intend to import and decide whether you want to conduct a fresh import ("import records") or ("update existing records").

3. Upload the CSV, verify the mandatory fields, and ensure that the CSV file includes all required fields; otherwise, the import process will not proceed.

4. Make sure to accurately map the CSV fields to the corresponding Recruitly fields to proceed. This step must be done correctly; otherwise, the import process will fail.

5. Add supporting data preferences, such as handling duplicate records, Status, Source, Owner, and Tags, and click on "Confirm."

6. A confirmation will appear on your screen & you can view the status of your import as well.

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